- Macro: Markets ended the day positively yesterday as Americans went to the polls, with the S&P 500 and the Nasdaq up modestly. In Europe, the Stoxx 600 broad index was also up only 6bps. Later this morning, we get final October Services and Composite PMI indexes out of France, Germany and the overall Eurozone. Then at 10am, EU PPI (Sept. -3.7% YoY est.) and then we have at 11am the Irish unemployment rate. The only data out of the US is MBA Mortgage Applications for w/e Nov 1st, as the news wire will be full of Election news.
- Stock: We have updates on Glanbia’s Q3 performance and Dalata’s acquisition of CG Hotels Dublin Airport Ltd. (Comment attached)
- Debt: Core bond yields were relatively unchanged yesterday as markets awaited the US election results.